Tim E. Schaffer

RMR WEALTH BUILDERS

PALM CITY, FL

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CRD#: 2119044

Professional summary

Tim Evan Schaffer is a registered financial advisor currently at RMR WEALTH BUILDERS, INC. located in Palm City, Florida.

Tim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Tim has worked at 7 firms and has passed the Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

No. 1) Name of Business: Landers Stein & Associates, Inc. Non-Investment related. Address: 4970 SW 72 Ave. Suite 107 Miami, FL 33155. Nature of Business: Provides independent insurance brokerage services. Position/Title/Relationship: Insurance Broker. Start Date: 01/02/2015. Hours per month: 0. Hours per month during Securities trading hours: 0. Duties/Responsibilities: Provide independent insurance brokerage services. No. 2) Name of Business: RMR Wealth Builders, Inc. Investment related. Address: 500 Glenn Pointe Centre West, Teaneck, NJ 07666. Nature of Business: RIA and DBA for securities business, insurance agent, payroll, HR management, benefits administration and consulting. Position/Title/Relationship: Independent Contractor. Start Date: 10/16/2020. Hours per month: 150. Hours per month during Securities trading hours: 0. Duties/Responsibilities: RIA and DBA for securities business, insurance agent, payroll, HR management, benefits administration and consulting.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tim Evan Schaffer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 23, 2020 - Present

RMR WEALTH BUILDERS, INC.

RIA

CRD#: 169005

PALM CITY, FL

Past

January 5, 2015 - May 31, 2023

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Palmetto Bay, FL

Past

January 2, 2015 - May 31, 2023

CALTON & ASSOCIATES, INC.

CRD#: 20999

Doral, FL

Past

March 6, 2008 - January 9, 2015

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

DORAL, FL

Past

March 5, 2008 - January 9, 2015

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

DORAL, FL

Past

October 12, 2007 - March 13, 2008

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

PALMETTO BAY, FL

Past

October 12, 2007 - March 13, 2008

PARK AVENUE SECURITIES LLC

CRD#: 46173

MIAMI, FL

Past

January 2, 2004 - October 10, 2007

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

CORAL GABLES, FL

Past

December 19, 2003 - October 10, 2007

PARK AVENUE SECURITIES LLC

CRD#: 46173

CORAL GABLES, FL

Past

April 17, 2000 - December 31, 2003

DUKES & CO ADVISORY, INC.

RIA

CRD#: 108597

VIRGINIA BEACH, VA

Past

June 17, 1999 - December 17, 2003

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

May 3, 1999 - June 15, 1999

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

January 26, 1998 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

September 1, 1995 - January 6, 1998

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RMR WEALTH BUILDERS, INC.

RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.

CRD#: 169005 / SEC#: 801-80404

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/30/2020)

IAR

Texas
(11/5/2024)

IAR

Wyoming
(2/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/25/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/31/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

RMR WEALTH BUILDERS, INC.

RMR WEALTH BUILDERS, INC | RUSSO JR, JOSEPH JAMES | RMR WEALTH BUILDERS, INC.

CRD#: 169005 / SEC#: 801-80404

RIA

Registered Investment Advisory firm - (10/14/2014 Approved)

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Contact information

Main Address

111 Grove Street Suite 203, Montclair, NJ 07042

Mailing Address

Phone number

(201) 836-2460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (41 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RMR WEALTH BUILDERS, INC. WRAP BROCHURE (9/25/2025)

RMR WEALTH BUILDERS, INC. ADV BROCHURE (9/25/2025)

Regulatory assets under management

Total Number of Accounts	4,428
AUM (Assets Under Management)	$ 2,199,565,329

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Tim E. Schaffer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tim Evan Schaffer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

DUKES & CO ADVISORY, INC.

OSAIC WEALTH, INC.

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

GUARDIAN INVESTOR SERVICES LLC

Primary Firm SEC Registration

RMR WEALTH BUILDERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/25/1999

SIE

Date: 10/1/2018

Series 6

Date: 8/31/1995

Current Firm

RMR WEALTH BUILDERS, INC.

Contact information

SEC notice filing (41 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RMR WEALTH BUILDERS, INC.

TRUST BUT VERIFY

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